Posts Tagged ‘irrevocable’
RERL-1614-Real Estate – Death and Divorce
Death and divorce are two topics that while grim, are very real and require planning. No one really goes into a relationship planning on a divorce, but it nearly half of US marriages end in one. The only thing you can do is to plan as best you can. Today Joe discusses death and divorce…
Read MoreTrusts Simplified Part II- The Two Types of Trusts
If you stopped by our blog last week, than you know that we tackled the territory of trusts with the simplest and clearest definition that we’ve presented over the years. Our expert guest & Legal Document Assistant (Independent Paralegal) Philip E. Holsworth distinctly revealed the differences you wanted and needed to know about wills and…
Read MoreTrusts Simplified With Philip E. Holsworth
Over the years that we have worked with seniors and talked about the goals and challenges we all face as we age, we have learned an important thing about legacy planning. Of those whom don’t have a will or trust in place – they tend to lack one not because they don’t WANT one, but…
Read More1031 Exchange Rules and Requirements with Ron Ricard
When we dive deep into an area of real estate related to tax and investments – there is ONE guest we know we can (and must!) turn to: Ron Ricard! As a designated Certified Exchange Specialist® (one of only 130 in the nation!) and Vice President of IPX 1031, Ron is someone we are pleased…
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